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Strategic Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Strategic Wealth Partners’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.7K Sell
343
-5
-1% -$1.06K ﹤0.01% 441
2026
Q1 		$75.4K Buy
348
+3
+0.9% +$693 0.01% 439
2025
Q4 		$89.3K Sell
345
-23
-6% -$6.09K 0.01% 421
2025
Q3 		$114K Sell
368
-2,237
-86% -$674K 0.01% 420
2025
Q2 		$834K Buy
+2,605
New +$859K 0.07% 169
2024
Q4 		$819K Buy
2,493
+396
+19% +$115K 0.07% 163
2024
Q3 		$590K Buy
2,097
+270
+15% +$76.1K 0.06% 187
2024
Q2 		$474K Buy
1,827
+62
+4% +$15.4K 0.05% 201
2024
Q1 		$441K Buy
1,765
+107
+6% +$25.7K 0.05% 204
2023
Q4 		$373K Buy
1,658
+35
+2% +$8.29K 0.05% 210
2023
Q3 		$370K Buy
1,623
+36
+2% +$8.06K 0.05% 226
2023
Q2 		$348K Sell
1,587
-56
-3% -$11.7K 0.05% 233
2023
Q1 		$314K Buy
1,643
+47
+3% +$8.92K 0.05% 210
2022
Q4 		$301K Buy
1,596
+21
+1% +$3.93K 0.06% 208
2022
Q3 		$270K Buy
1,575
+3
+0.2% +$533 0.06% 231
2022
Q2 		$256K Sell
1,572
-143
-8% -$23.7K 0.06% 209
2022
Q1 		$299K Buy
1,715
+480
+39% +$76.5K 0.06% 208
2021
Q4 		$210K Buy
+1,235
New +$202K 0.04% 268

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Wealth Partners's AJG Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 1.4% in Q2 2026, selling an estimated $1.06K and leaving 343 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Strategic Wealth Partners first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $834K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Strategic Wealth Partners held 343 shares of Arthur J. Gallagher & Co worth $78.7K as of Q2 2026.
  • Strategic Wealth Partners sold 5 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.06K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • Strategic Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Arthur J. Gallagher & Co position peaked at $834K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.